BMO SelectTrust® Portfolios are a professionally managed, all-in-one solution designed to meet all your investment needs.

Whatever your goals, BMO SelectTrust® Portfolios offer an easy way to help you grow and maintain your wealth. Let’s find the right portfolio for you, so you can spend your time doing what’s important to you. We know that finding the right investment may seem like a journey. Well, consider us your investment destination.

They’re great for: anyone who wants an all-in-one solution to help them reach their investment goals.

Convenient

BMO SelectTrust® Portfolios provide a one-stop solution that’s easy to use, saves you time and gives you greater flexibility. Creating and managing your wealth just got a whole lot easier.

Diversified

These diversified portfolios use our best investment ideas to help you get the highest potential returns, while keeping risk at a level you can live with comfortably.

Professional Management

BMO SelectTrust® Portfolios are actively monitored and adjusted by experienced portfolio managers. This is great because it gives you the peace of mind that comes from knowing you’re working with a trusted partner.

You and BMO SelectTrust® Portfolios – a great pairing

BMO SelectTrust® Portfolios offer a diversified blend of investments with six distinct mutual fund portfolios. We can help you find great investment solutions that meet your needs now, and down the road.

BMO SelectTrust® Fixed Income Portfolio

The BMO SelectTrust® Fixed Income Portfolio is a good choice if you want to preserve the value of your investment. The Portfolio mainly invests in BMO Mutual Funds with lower risk holdings, like cash and fixed income securities such as bonds. This helps you weather the ups and downs of the market, providing more stability for your money.

BMO SelectTrust® Income Portfolio

The BMO SelectTrust® Income Portfolio can be a good choice if you want to preserve your investment while enjoying a high level of income. The Portfolio mainly invests in BMO Mutual Funds with fixed income securities like bonds, and equity securities like stocks. This helps you weather the ups and downs of the market, while benefiting from a generous yield and low risk.

BMO SelectTrust® Conservative Portfolio

The BMO SelectTrust® Conservative Portfolio can be a good choice if you’re looking for a high level of income and some capital appreciation. The Portfolio mainly invests in BMO Mutual Funds that hold fixed income securities like bonds, and equity securities like stocks. This can help produce a generous yield, and help you grow your investments.

BMO SelectTrust® Balanced Portfolio

The BMO SelectTrust® Balanced Portfolio can be a good choice if you’re looking for a balance of income and capital appreciation. The Portfolio mainly invests in a blend of other BMO Mutual Funds to achieve a diverse mix of asset classes like stocks and bonds. This can help you grow your investments while benefiting from a generous yield.

BMO SelectTrust® Growth Portfolio

The BMO SelectTrust® Growth Portfolio can be a good choice if you want long-term growth of your investment with some capital preservation. It mainly invests in BMO Mutual Funds that hold equity securities like stocks, and fixed income securities like bonds to a lesser extent. This can help you grow your investments while generating income.

BMO SelectTrust® Equity Growth Portfolio

The BMO SelectTrust® Equity Growth Portfolio can be a good choice if you’re looking for long-term growth and some dividend income. It mainly invests in BMO Mutual Funds that hold equity securities like stocks. This can help you enjoy a high level of potential growth.

BMO SelectTrust® Fixed Income Portfolio

The BMO SelectTrust® Fixed Income Portfolio is a good choice if you want to preserve the value of your investment. The Portfolio mainly invests in BMO Mutual Funds with lower risk holdings, like cash and fixed income securities such as bonds. This helps you weather the ups and downs of the market, providing more stability for your money.

BMO SelectTrust® Income Portfolio

The BMO SelectTrust® Income Portfolio can be a good choice if you want to preserve your investment while enjoying a high level of income. The Portfolio mainly invests in BMO Mutual Funds with fixed income securities like bonds, and equity securities like stocks. This helps you weather the ups and downs of the market, while benefiting from a generous yield and low risk.

BMO SelectTrust® Conservative Portfolio

The BMO SelectTrust® Conservative Portfolio can be a good choice if you’re looking for a high level of income and some capital appreciation. The Portfolio mainly invests in BMO Mutual Funds that hold fixed income securities like bonds, and equity securities like stocks. This can help produce a generous yield, and help you grow your investments.

BMO SelectTrust® Balanced Portfolio

The BMO SelectTrust® Balanced Portfolio can be a good choice if you’re looking for a balance of income and capital appreciation. The Portfolio mainly invests in a blend of other BMO Mutual Funds to achieve a diverse mix of asset classes like stocks and bonds. This can help you grow your investments while benefiting from a generous yield.

BMO SelectTrust® Growth Portfolio

The BMO SelectTrust® Growth Portfolio can be a good choice if you want long-term growth of your investment with some capital preservation. It mainly invests in BMO Mutual Funds that hold equity securities like stocks, and fixed income securities like bonds to a lesser extent. This can help you grow your investments while generating income.

BMO SelectTrust® Equity Growth Portfolio

The BMO SelectTrust® Equity Growth Portfolio can be a good choice if you’re looking for long-term growth and some dividend income. It mainly invests in BMO Mutual Funds that hold equity securities like stocks. This can help you enjoy a high level of potential growth.

BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.1 The BMO Investments Centre has won the DALBAR Mutual Fund Service Award from 2006-2017 consecutively.